RWM

Ritholtz Wealth Management Portfolio holdings

AUM $5.14B
1-Year Est. Return 21.46%
This Quarter Est. Return
1 Year Est. Return
+21.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.2B
AUM Growth
+$156M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1
+$28.6M
2
+$16.6M
3
+$16.4M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$8.37M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.11M

Top Sells

1
+$35.3M
2
+$2.35M
3
+$957K
4
VT icon
Vanguard Total World Stock ETF
VT
+$641K
5
STWD icon
Starwood Property Trust
STWD
+$367K

Sector Composition

1 Technology 6.96%
2 Financials 4.89%
3 Consumer Discretionary 3.12%
4 Healthcare 2.48%
5 Communication Services 2.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$727K 0.06%
16,999
+652
152
$721K 0.06%
5,425
+1,104
153
$718K 0.06%
58,694
-1,194
154
$709K 0.06%
13,385
+5,510
155
$703K 0.06%
13,410
156
$702K 0.06%
2,507
+243
157
$701K 0.06%
11,106
-755
158
$698K 0.06%
3,500
+1,232
159
$698K 0.06%
8,167
+417
160
$697K 0.06%
4,326
+618
161
$690K 0.06%
3,933
+1,003
162
$680K 0.06%
7,665
+1,813
163
$675K 0.06%
9,051
+1,400
164
$664K 0.06%
8,594
+1,375
165
$660K 0.06%
19,586
+6,286
166
$659K 0.05%
97,630
+26,095
167
$658K 0.05%
8,806
+3,198
168
$657K 0.05%
4,908
+551
169
$655K 0.05%
12,550
+2,220
170
$652K 0.05%
+38,435
171
$651K 0.05%
3,857
172
$644K 0.05%
62,945
+35,328
173
$629K 0.05%
19,891
+3,373
174
$628K 0.05%
1,295
+392
175
$626K 0.05%
5,660
+1,430
5 6
7
8 9